Last Week in Event SPACE: Jardine Matheson, Vedanta, Cromwell, Cardinal, Taubman, Mediawan
Last Week in Event SPACE ... Jardine Matheson Holdings (JM SP)'s buybacks accelerate, suggesting now is the time to reverse the set-up trade...
429 Views
Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
232 Views
StubWorld: Matheson Buybacks As Ratio Mean Reverts; JCNC Looking Cheap
This week in StubWorld ... The simple ratio (JM/JS) has retraced from its nose-bleed heights on the 19 March, and though still elevated, is...
620 Views
The Week that Was in ASEAN@Smartkarma - Consumer Transformation, Indonesian Banks, and Semcorp
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
335 Views
Last Week in Event SPACE: Sembcorp, Cathay, Nichii Gakkan, Unilever, Just Eat/Grubhub
Last Week in Event SPACE ... A glorious mess amidst Sembcorp Industries (SCI SP) / Sembcorp Marine (SMM SP) rights/ in-specie restructuring,...
362 Views